+100.2%
ALLY price history and return analytics
+248.3%
-148.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | +4.4% |
| 7D | -1.1% | -4.2% | +3.0% | +4.9% |
| 30D | +4.2% | -5.8% | +10.0% | +13.1% |
| 3M | -12.4% | -5.2% | -7.2% | -5.8% |
| 6M | -8.7% | +0.1% | -8.8% | -9.5% |
| YTD | -11.6% | +8.2% | -19.9% | -21.9% |
| 1Y | +0.2% | +10.1% | -10.0% | -13.5% |
| 3Y | +57.1% | +69.7% | -12.6% | -26.4% |
| 5Y | -6.8% | +53.4% | -60.2% | -48.0% |
| 10Y | +200.4% | +219.2% | -18.9% | -28.4% |
| All | +100.2% | +248.3% | -148.0% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling